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ECM

Evergreen Capital Management Portfolio holdings

AUM $4.61B
1-Year Est. Return 25.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$56.7M
2
+$19.3M
3
+$7.93M
4
AGNC icon
AGNC Investment
AGNC
+$7.37M
5
PAGP icon
Plains GP Holdings
PAGP
+$6.95M

Top Sells

1
+$29.4M
2
+$15.2M
3
+$9.33M
4
PSLV icon
Sprott Physical Silver Trust
PSLV
+$7.36M
5
UPS icon
United Parcel Service
UPS
+$7.14M

Sector Composition

1 Technology 13.57%
2 Financials 6.52%
3 Consumer Discretionary 6.19%
4 Energy 5.95%
5 Communication Services 5.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
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-8,137
427
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-8,700
428
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429
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-2,775
430
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431
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-39,620
432
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-12,820
433
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-20,053
434
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-26,475
435
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-11,843
436
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-6,662
437
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-1,560
438
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-19,456
439
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-741
440
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-11,272
441
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-21,800
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